EverSource Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
EverSource Wealth Advisors's FDL Position: Q2 2026 in Review
EverSource Wealth Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q2 2026 at 6,502 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #774.
EverSource Wealth Advisors first reported a position in FDL in Q2 2024 and has held it in 6 quarters since. The position peaked at $330K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- EverSource Wealth Advisors held 6,502 shares of First Trust Morningstar Dividend Leaders Index Fund worth $316K as of Q2 2026.
- EverSource Wealth Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q2 2026.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #774 holding.
- EverSource Wealth Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2024 and has held it in 6 quarters since.
- EverSource Wealth Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $330K in Q1 2026.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.